Be in the know. 24 key reads for Saturday…

  1. ‘This is not QE or QT. This is none of those.’ Why the U.S. Treasury is exploring debt buybacks (marketwatch)
  2. China Will Shake Up Its Leadership. Here’s Who Is Coming and Going. (barrons)
  3. China’s Communists Are Meeting. What to Expect From the Party. (barrons)
  4. Markets on watch as China’s Party congress kicks off this weekend. What investors need to know. (marketwatch
  5. The Market Rebound Fizzled. Here’s Why a Real Bottom Could Form Soon. barrons)
  6. Expect Rallies in Stocks. Investors Are Holding Tons of Cash. (barrons)
  7. Consumer Sentiment Rose Again in October. So Did Inflation Expectations. (barrons)
  8. It’s Time for Bargain Hunting, Say U.S. Money Managers (barrons)
  9. Oracle’s Stock Looks Cheap Again. ‘We’ve Got a Plan,’ CEO Says. (barrons)
  10. Boeing May Score a Big Order. The Stock Needs Good News. (barrons)
  11. Shortages Have Turned to Gluts. These Stocks Could Benefit. (barrons)
  12. Airline Stocks Have Struggled. Here Are a Few That Could Take Off. (barrons)
  13. The Fed Has Another Problem. States Are Doling Out Stimulus Funds. (barrons)
  14. Hong Kong’s Hang Seng Index Had a Makeover—Then the Market Got Ugly (wsj)
  15. Undervalued US Stocks Could Soar 30% Next Year, Siegel Says (bloomberg)
  16. Gloom Grips China Investors Like Never Before Ahead of Congress (bloomberg)
  17. China Defends Xi Focus on Stability, Security Ahead of Reshuffle (bloomberg)
  18. The U.S. defense industry faces surging demand and a supply chain crunch (cnbc)
  19. Wharton professor Jeremy Siegel says the housing market is distorting high inflation readings, and expects home prices to fall up to 15% (businessinsider)
  20. Classic 60/40 investing strategy sees worst return in 100 years: BofA (marketwatch)
  21. 33 Undervalued Stocks for 2022 (morningstar)
  22. Greenlight’s David Einhorn on Value Investing, Inflation (bloomberg)
  23. Ariel Investments’ John W. Rogers, Jr. on Finding Value in Volatility (bloomberg)
  24. Professor: The market right now has little to do with value — it’s being driven by mood and momentum (CNBC)